Reports and accounting
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I have lost the classic desktop layout button.
Normally, a PDF of the invoice is attached to my invoice emails. Today, my first email had invoice attached but the second two didn't.
So the company I work for now is using Housecall pro and they transfer everything to quick books so the accountant they were using used sage because the girl before didn’t know how to use quickbooks . So when I go to print the income statement hardly any of the accounts are on it. Like what the accountant used in sage. I have only reconciled this year. But my boss is wanting a detailed income statement but because the accountant didn’t enter anything in quickbooks the numbers are different
We have been using class tracking with our desktop version of QB for 15 plus years. We have migrated over to QBO recently. We have over 300 plus classes (funds) we manage. I am not able to find a way to run a report that will give me the class listing in one column and just the balance in that class (fund). In the desktop version you could have a listing of all your classes and the balance in those funds. If you needed more details you could drill down from that total figure. Does anyone know of a way to produce this same information in the QBO?
Uncategorized Income should be assigned to other Income accounts.
Can you tell me if Quickbooks desktop pro 2024 works with windows 11. I just upgraded my computer and my 2021 desktop pro will not let me print anything.
Hello, my company wants to add a discount for a group of customers. For example, one particular management company and if that management company pays their invoices within 30 days they will receive a discount (maybe 5%), not sure of the amount yet. Can we set that up so it is automatic when we apply payments to specific invoices? I am worried that this will effect the original invoice and show a balance due?? Or maybe I am thinking to much into it?
The "Invoice Activity" shows some detail, but not who opened or viewed the invoice. I was using the detailed invoice activity in the invoice to see when the customer was viewing or opening the invoice. This detail is important for AR tracking and leverage if payments are not made.
hellowe can't seem to find the "shipping charges" option in the new layout when creating an invoice.The Shipping toggle is turned on in the settings, and I can see shipping charges above the total in the our custom form, however when I go and edit the invoice it doesn't show. is this a bug or are we missing something? thanks
We bought a freezer for our restaurant. What account would that go under?
I've upgraded to QB Mac Plus 2024 V23.1.4 R5In Customers & Receivables portion of reports section there is no data for any time period. Same thing with Sales for Customer summary and Customer detail. So far other reports seem to be fine.
Hi, I'm looking to add a new section to liabilities so I have Current Liabilities, Long Term Liabilities, and "Intercompany Accounts". Screenshot enclosed I tried to in chart of accounts, but its only letting me add subaccounts, and pick from "Accounts Payabke, Other Current Liaibilities, and Long Term Liabitilities. Thanks
Hi Team, One of our clients had been using the same bank and credit card both for personal and business expenses. Will there be any impact on their taxes? they didn't recognize the personal expenses separately. Their business is LLC form.
Our invoices are set up to book to AR and Revenue when created. Our work is service-based and paid in advance, so we have not actually earned all revenue upon payment. We booked JE reclassing a portion of revenue to Deferred Revenue. This resulted in the cash-basis P&L showing the accrual-basis revenue (total billed less portion reclassed to Deferred Rev), even though on a cash basis, we've received all of that revenue. I tend to use the cash basis P&Ls as a shortcut to see what's been paid on a project, and I generally want reports in the system to be accurate. Does anyone know why this might happen? (In this case: the bill was created in Q2 and paid in Q3. The adjusting entry was posted to Q2; a cash-basis P&L run for Q2 alone shows negative revenue, in the amount reclassed)
We are not generating our payroll checks from our QB. We do, however, have to make the entries in the register. When entering 30 entries for the one PR transfer from regular account to PR account amount, they are split to different classes. We then have to also add an entry for the checks going out from the payroll account- these need to be split also. We can recreate in the register the splits from the regular account to the payroll account (copy & paste last one & change amounts) but not from the payroll out. Is there another way of doing this that is the logical way of doing it? Thanking you for any and all help! L
The bank deposit used to automatically "match" and I would confirm. This month it does not and when I try to match manually it will not show invoice as it is already "paid" by the online payment. It also will not let me edit the online payment as it was done by a customer through our invoice link.
When you highlight the ellipses now, a hand appears but it appears that it can only be used to add lines.
Please give me the detailed steps. I've worked on many acc software's but QB Online must be one of the most complicated I've come across.
I moved from Quickbooks Desktop to Quickbooks Online and have a number of recurring transactions that were moved over. The issue is that they were moved over as type "Reminder" and they should be type "Scheduled". Is there any way to update all of these at once as a batch, or do I have to update each one individually? Thanks,Ken
